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Value-Based Services for Your Unique Needs
We create customized financial strategies, implement those strategies, and help you navigate your business and life plans as change occurs. We help inform you on what is needed and empower you to make the decisions that work for your situation, then equip you with the best products to protect the things that mean the most in your life.
Before working with any client, we must determine what services will best meet their needs. We ask the important “Who? What? When? Where? Why? And How?” questions concerning each goal to help guide clients from where they are today to where they want to be in the future. No matter the goal, we have holistic, comprehensive service offerings that support our clients diversified and ever-changing needs.
Collaborating with your other professionals is a unique aspect of our planning services. Collaborated financial planning means considering all the aspects of your financial life together before making or accepting advice. Not just financial plans and investments, but everything! Imagine you are at the center of a wheel with each of your professional advisors as a spoke. Your spokes may include an estate attorney, insurance agent, accountant, investment manager, corporate or business attorney, etc. At the center of your wheel is the hub; that’s us, Freedom Financial Group. The hub's job is to connect each spoke to the wheel. We will ensure collaboration and coordination between your other professionals, ensuring you get the best advice.
Coordinated Planning
When it comes to reaching most goals in life, the first step to success is usually developing a plan with strategies and timelines. Starting sooner rather than later is always advisable. We help clients with the following types of planning to achieve their goals.
Asset & Investment Management
Managing your assets and investments is an important component of your financial freedom. We will provide you with investment guidance designed to strike a balance between investing your money where it has the best chance to perform and limiting exposure to risk.
Legal Planning*
We work with a team of attorneys and legal professionals to provide our clients with financial services that involve legal planning. We work with these partners and clients on trusts and wills, real estate transactions, and business operations.
Retirement Strategies
Whether you’re nearing retirement or planning for the long-term, our team can personalize a plan to make the most of what you’ve saved, ensuring it’s in the right places and accounting for variables like inflation and the rising cost of health care. We will help you build a viable, predictable, and tax-efficient stream of income based on your age, values, and retirement goals.
Risk Management & Insurance
Your team at Freedom Financial Group will review your current policies and make sure they meet your unique needs. If areas of opportunity are present, we’ll help identify which carriers and policies provide options that best support your financial goals.
Tax Minimization Planning*
Our team is highly skilled at leveraging the differences among taxable earnings, tax-deferred investments, and tax-advantaged investments to create a financial plan that works toward your goals while potentially reducing your overall tax liability.
Are you ready to experience freedom?
Plan, protect, and pursue your dreams with Freedom Financial Group. Schedule a complimentary consultation today.
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Contact Us
Location Information
Bismarck: 212 N 2nd St, Bismarck ND 58501
Minot: 701 31st Ave SW Minot ND 58701
Jamestown: 920 10th St SE, Ste A Jamestown ND, 58401
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning. Freedom Financial Group is independent of BFCFS and BFC Planning.
Licensed to sell Insurance in the following state(s): AK, AZ, GA, FL, IL, KS, MD, MI, MN, MT, NC, ND, OK, OR, PA, SD, TX, WI
Registered to sell Securities in the following state(s): AK, AZ, CA, CO, FL, GA, IL, KS, MD, MI, MN, MT, NE, NM, NC, ND, OK, OR, PA, SD, TN, TX, WI
*Our firm does not provide legal or tax advice. We partner with unaffiliated tax and legal professionals to coordinate your overall plan. Be sure to consult with your own legal, tax and health advisors before taking any action that may have tax implications.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.